Form 8613, Return of Excise Tax Instructions
This form contains 33 fields organized into 10 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Authorization | ||
| Title | Text |
Enter the title of the authorized officer signing the form.
|
| PTIN | Text |
Enter the Preparer Tax Identification Number (PTIN). The maximum length is 11 characters.
|
| Company Information | ||
| Firm's name | Text |
Enter the full legal name of the regulated investment company (RIC).
|
| Firm's EIN | Text |
Enter the Employer Identification Number (EIN) of the regulated investment company. This should be a 9-digit number.
|
| b536 Firm's address | Text |
Enter the complete address of the regulated investment company, including street address, city, state, and ZIP code.
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| Phone no | Text |
Enter the phone number of the regulated investment company, including area code.
|
| Distributions | ||
| 7a Distributed amount for the previous calendar year under section 4982(c). Enter amount from line 3b. 7a | Text |
Enter the distributed amount for the previous calendar year under section 4982(c). This should be the amount from line 3b.
|
| b Grossed up required distribution for the previous calendar year | Text |
Enter the grossed-up required distribution for the previous calendar year.
|
| 7c | Text |
Enter the amount for line 7c as specified in the form instructions.
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| Election | ||
| topmostSubform[0].Page1[0].c1_2[0]_1 | CheckBox |
Check this box if applicable as per the form instructions.
|
| Financial Information | ||
| 1b b Multiply line 1a by 98% (0.98) | Text |
Enter the result of multiplying the amount on line 1a by 98% (0.98).
|
| 2a | Text |
Enter the amount for line 2a as specified in the form instructions.
|
| b Multiply line 2a by 98.2% (0.982) 2b | Text |
Enter the result of multiplying the amount on line 2a by 98.2% (0.982).
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| topmostSubform[0].Page1[0].f1_10[0 | Text |
This field is likely for additional financial information. Refer to the form instructions for the exact value to enter here.
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| b Distributed amount for the previous calendar year under section 4982(c) . 3b | Text |
Enter the distributed amount for the previous calendar year under section 4982(c).
|
| C Subtract line 3b from line 3a. If zero or less, enter -0--3c | Text |
Subtract the amount on line 3b from the amount on line 3a. If the result is zero or less, enter -0-.
|
| 4 4 Required distribution. Add lines 1b, 2b, and 3c | Text |
Enter the required distribution by adding the amounts on lines 1b, 2b, and 3c.
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| 5 | Text |
Enter the amount for line 5 as specified in the form instructions.
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| 8 00 | Text |
Enter the amount for line 8 as specified in the form instructions.
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| topmostSubform[0].Page1[0].f1_21[0 | Text |
Enter the amount for this field as specified in the form instructions.
|
| topmostSubform[0].Page1[0].f1_24[0 | Text |
Enter the amount for this field as specified in the form instructions.
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| topmostSubform[0].Page1[0].f1_26[0 | Text |
Enter the amount for this field as specified in the form instructions.
|
| General Information | ||
| topmostSubform[0].Page1[0].Pg1Header[0].f1_01[0 | Text |
This field is likely for a code or identifier related to the form. Please refer to the form instructions for the specific value to enter here.
|
| Name of fund | Text |
Enter the full legal name of the regulated investment company (RIC).
|
| Employer identification number | Text |
Enter the Employer Identification Number (EIN) of the fund. This is a 9-digit number assigned by the IRS.
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| Number, street, and room or suite no. If a P.O. box, see instructions | Text |
Enter the street address, room or suite number of the fund. If using a P.O. box, follow the specific instructions provided in the form.
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| City or town, state, and ZIP code | Text |
Enter the city, state, and ZIP code of the fund's address.
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| topmostSubform[0].Page1[0].c1_1[0]_1 | CheckBox |
This checkbox may be used for a specific election or declaration. Refer to the form instructions to determine if this should be checked.
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| topmostSubform[0].Page1[0].f1_06[0 | Text |
This field is likely for additional information or a specific code. Refer to the form instructions for the exact value to enter here.
|
| Tax Due | ||
| Tax due. Subtract line 11 from line 10. See instructions 12 12 | Text |
Enter the tax due by subtracting line 11 from line 10. Refer to the form instructions for more details.
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| Tax Payments | ||
| Tax paid with extension of time to file (Form 7004) 11 11 | Text |
Enter the tax paid with the extension of time to file (Form 7004).
|
| Taxable Income | ||
| 6 Amount on which tax is imposed under sections 852(b)(1) or 852(b)(3)(A) for any tax year | Text |
Enter the amount on which tax is imposed under sections 852(b)(1) or 852(b)(3)(A) for any tax year.
|
| Undistributed Income | ||
| 9 9 Undistributed income. Subtract line 8 from line 4. If zero or less, enter -0 | Text |
Enter the undistributed income by subtracting line 8 from line 4. If the result is zero or less, enter -0.
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